Financial, Insurance, Estate, Tax & Business Succession Planning
780 962 2008
Trentini Financial Inc.
Trentini Financial Inc. is a boutique Estate & Business Succession Planning firm, focused on the needs of successful business owners and their families.
Through innovative and creative financial, insurance and tax strategies used specifically for Estate and Business Succession Planning, and collaboratively working with a client’s’ other professional advisors or bringing together the team they need, we custom design holistic, integrated plans that significantly enhance results.
If you are not proactive about your planning, your family could lose up to 40% of your business/estate unnecessarily!!
OUR MISSION –
To help you KEEP and enhance what you and your family worked so hard for.
When Business Owners like YOU work with us …
- Your “silent shareholder” – the tax department – is removed;
- Businesses survive;
- Successions are successful;
- Financial security achieved;
- Estate equalized;
- Assets preserved when health fails;
- Legacies protected & enhanced;
- Charities and communities benefited.
You Are Not Alone
Estate & Business Succession can be a complex process.
If you find yourself overwhelmed, intimidated or confused, you are not alone.